Building Your Business – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 30 Aug 2021 19:22:40 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Building Your Business – Investment Executive https://www.investmentexecutive.com 32 32 Making financial advice a family matter https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/making-financial-advice-a-family-matter/ Mon, 30 Aug 2021 04:08:00 +0000 https://www.investmentexecutive.com/?p=427149 Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances

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Planning is key to securing digital assets https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/planning-is-key-to-securing-digital-assets/ Mon, 30 Aug 2021 04:07:00 +0000 https://www.investmentexecutive.com/?p=427148 Clients should take inventory of all online accounts as their first step in creating a digital estate plan

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Losses in the time of Covid-19: Part 2 https://www.investmentexecutive.com/building-your-business/client-communications/losses-in-the-time-of-covid-19-part-2/ Wed, 02 Jun 2021 19:30:02 +0000 https://www.investmentexecutive.com/?p=422761 Help your business-owner clients who are disputing a tax loss with the CRA

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“Light planning” could expand access to financial advice https://www.investmentexecutive.com/news/industry-news/light-planning-could-expand-access-to-financial-advice/ Thu, 29 Apr 2021 22:47:08 +0000 https://www.investmentexecutive.com/?p=420871 Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

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Losses in the time of Covid-19: Part 1 https://www.investmentexecutive.com/building-your-business/client-communications/losses-in-the-time-of-covid-19-part-1/ Thu, 15 Apr 2021 19:00:36 +0000 https://www.investmentexecutive.com/?p=419877 Help your business-owner clients who experienced a loss last year

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You’ve got mail https://www.investmentexecutive.com/building-your-business/client-communications/youve-got-mail/ Mon, 12 Apr 2021 20:18:44 +0000 https://www.investmentexecutive.com/?p=419497 How to create a great e-newsletter for your clients

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Dynamic launches emerging market equities fund https://www.investmentexecutive.com/news/products/dynamic-launches-emerging-market-equity-fund/ Mon, 01 Mar 2021 16:10:44 +0000 https://www.investmentexecutive.com/?p=417056 Inflows to emerging markets have soared in recent months

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Cost control is paramount during uncertain markets, say advisors https://www.investmentexecutive.com/building-your-business/financial-planning/cost-control-is-paramount-during-uncertain-markets-say-advisors/ Mon, 09 Nov 2020 21:46:24 +0000 https://www.investmentexecutive.com/?p=410627 Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

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Get ready for new trust reporting rules https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/get-ready-for-new-trust-reporting-rules/ Fri, 09 Oct 2020 04:07:00 +0000 https://www.investmentexecutive.com/?p=408313 New disclosure rules come into effect in the 2021 tax year

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The pandemic could affect when and how clients divorce https://www.investmentexecutive.com/building-your-business/client-communications/the-pandemic-could-affect-when-and-how-clients-divorce/ Tue, 30 Jun 2020 17:25:24 +0000 https://www.investmentexecutive.com/?p=403283 Lawyers explain the factors around choosing valuation dates for assets

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